CRM Software
Top Companies in 2024
Insightly vs Nutshell
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- 14-day free trial
- All-in-one solution available
- Mobile app availability
- Extensive integration capabilities
- Customizable reports
- Free trial
- Live demo
- Social media integrations
- Real-time lead notifications
- Dedicated success strategist
- Marketing and customer service as separate tools
- Complete workflow automation unavailable in basic plan
- Marketing as an add-on
- Phone support only available on Enterprise plan
- No free plan
Founded in 2009 and based in San Francisco, Insightly is a trusted CRM provider for small to midsize businesses, offering a unique blend of features that make managing customer relationships effortless. With their intuitive design and customizable workflows, Insightly empowers businesses to streamline sales processes, nurture leads, and keep projects on track—all from one user-friendly platform. Insightly’s standout integrations with tools like Google Workspace mean your team stays connected and efficient without missing a beat. They focus on flexibility, allowing businesses to tailor the platform to their needs, unlike more rigid competitors. Additionally, with industry credentials like SOC 2, Type II, and HIPAA compliance, Insightly ensures your data stays secure and protected. Customer feedback often praises Insightly’s ease of use, sleek interface, and ability to bring order to the chaos of sales and customer management. However, some find the advanced features take a bit of getting used to, which could be worth it for the tools they deliver. Curious if Insightly could be the game-changer your business needs? Dive into our review and explore how this dynamic CRM could elevate sales, strengthen customer connections, and drive your business forward!
Nutshell, founded in 2009 and headquartered in Ann Arbor, Michigan, is a CRM provider focused on empowering small—to medium-sized businesses with various powerful tools. Nutshell offers web and mobile solutions and helps companies manage customer relationships, streamline sales efforts, and enhance marketing strategies. Their standout feature, Nutshell Campaigns, integrates email marketing directly into the CRM, creating a unified platform for sales and marketing teams. Nutshell’s services include robust sales automation, real-time notifications, AI-driven productivity tools, customizable reporting, and flexible pipeline management. The platform integrates seamlessly with popular business tools like Google Workspace, Microsoft Office, and various social media platforms, ensuring smooth data flow and streamlined processes. With a focus on data security, they employ 256-bit TLS encryption and comply with GDPR standards, earning them a credible reputation in the CRM market. Customer feedback is generally positive, praising Nutshell’s ease of use, effective automation features, and responsive support team. However, some users have pointed out areas for improvement, such as additional add-ons and limited customer support options for lower-tier plans. Ready to see if Nutshell’s dynamic CRM solutions can power up your business? Dive into the full review to uncover everything this innovative platform offers.
- Cloud-Based Software : True
- Cost : $29 per user per month, billed annually, for their Plus plan
- Free Trial : Available
- Mobile App : True
- Business Size Supported : Small to midsize businesses
- Cloud-Based Software : True
- Cost : Starting at $16 per user per month billed annually, or $19 per user billed monthly
- Free Trial : Available
- Mobile App : True
- Business Size Supported : Small to medium businesses
- Price quote generation
- Business card scanning
- Real-time data synchronization
- Online cost calculator
- One-click phone
- Nutshell IQ and Competitor IQ
- Annual Subscription
- Free Trial
- Freemium
- Monthly Subscription
- Annual Subscription
- Free Trial
- Freemium
- Monthly Subscription
- Activity Logging
- AI-Powered Tools—Undisclosed
- API & Developer Tools
- Automated Workflow Builder
- Contact Management
- Deal Tracking
- Email Campaigns
- Email Syncing & Templates
- Field Customization
- Lead Management
- Performance Reports
- Pipeline Management
- Reporting & Insights
- Workflows
- Activity Logging
- AI-Powered Tools
- API & Developer Tools
- Automated Workflow Builder
- Contact Management
- Deal Tracking
- Email Campaigns
- Email Syncing & Templates
- Field Customization
- Lead Management
- Performance Reports
- Pipeline Management
- Reporting & Insights
- Workflows
- Accounting Software
- Lead Generation
- Marketing Automation
- Productivity Tools
- Project Management
- Accounting Software
- Lead Generation
- Marketing Automation
- Productivity Tools
- Project Management—Undisclosed
- Compliance Certifications
- Data Encryption
- Role-Based Permissions
- Single Sign-On (SSO)
- Two-Factor Authentication (2FA)
- Compliance Certifications
- Data Encryption
- Role-Based Permissions
- Single Sign-On (SSO)
- Two-Factor Authentication (2FA)
- FAQs
- Help Guides
- Live Chat
- Mobile Application
- Phone
- FAQs
- Help Guides
- Live Chat
- Mobile Application
- Phone
Insightly vs. Nutshell
Finding the ideal CRM goes beyond just the features; it’s about how well the platform fits your business needs. With distinct capabilities, Insightly and Nutshell each cater to different objectives, offering unique strengths to support your team’s goals.
This comparison will cover their features, customization, and pricing approaches, helping you determine which CRM will empower your team to build stronger customer relationships and drive growth.
Features and services
Insightly and Nutshell both provide comprehensive CRM tools but with unique focuses. Insightly emphasizes sales pipeline management with Kanban views, automated lead capture, project management, and email templates for efficient communication. Their opportunity management tools help track deals and forecast revenue, while workflow automation streamlines tasks across sales, marketing, and projects.
Nutshell, however, centers on sales automation and contact management, allowing reps to focus on lead engagement through automated drip campaigns and personalized email sequences. Their email and calendar syncs keep communications centralized, while AI tools boost productivity by summarizing customer interactions and generating insights. Nutshell also supports multi-view pipeline management and lead attribution.
Customization and usability
Insightly offers extensive customization with features like custom fields, layouts, and highly configurable reports, allowing businesses to tailor the CRM to their specific workflows. However, complete workflow automation is limited to higher-tier plans. Additionally, their mobile app includes secure, cloud-based data storage and business card scanning for convenient lead capture on the go.
Nutshell provides customization through flexible lead cards and pipeline management, with added support for social media integrations to enhance customer insights. Their Nutshell IQ tools offer valuable competitor analysis and lead generation insights, all within a user-friendly interface suited for both desktop and mobile.
Plans and pricing
Insightly offers three main plans: Plus at $29 per user/month for essentials like contact and project management; Professional at $49 per user/month, which adds advanced workflow automation; and Enterprise at $99 per user/month for larger organizations needing sandboxes and audit logging. Insightly also has an all-in-one solution that bundles CRM, marketing, and customer service, starting at $349 monthly.
Nutshell’s plans begin with the Foundation, at $16 per user/month, which offers basic CRM tools. The Pro plan, at $42, adds sales automation, while the Power AI plan, at $52, includes AI features. The top-tier Enterprise plan, at $67 per user/month, includes unlimited customization and dedicated support. Additional add-ons like Competitor IQ and Nutshell Campaigns can be added to enhance capabilities.
Conclusion
In conclusion, Insightly and Nutshell provide valuable CRM solutions with unique strengths. Insightly is ideal for businesses that need project management and robust sales tracking. At the same time, Nutshell excels with their sales automation and contact management tools, supported by AI insights and multi-view pipeline options.
Insightly’s customization options cater to businesses with more complex workflows, though complete automation requires higher-tier plans. With their flexible plans and affordable add-ons, Nutshell offers a well-rounded approach to growing teams. Ultimately, your choice depends on prioritizing project management or a sales-focused CRM with integrated marketing tools.
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